Insurance rater vs life insurance agent

Differences between insurance rater and life insurance agent duties and responsibilities

Insurance rater example responsibilities.

• Cold-Cal to generate leads for individual life and disability insurance and annuities.
• Maintain ISO manuals for branch office.
• Complete weekly reports process changes, cancellations and discuss customer accounts issues regarding payroll deductions and problem solving.
• Interpret issuance and rating instructions for new business, renewals, policy endorsements, and cancellations for small and middle market.
• Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
• Process Medicare supplemental claims with high quality and quantity performance ratings.

Life insurance agent example responsibilities.

• Used consultative upselling techniques to provide leads
• License in state of VA to sell life insurance, annuities, disability income, Medicare supplements, and LTC.
• Use of a variety of tools to help employers compile the best possible life insurance or annuity packages to retain employees.
• Market life insurance and annuity products
• Maintain knowledge of states insurance laws and HIPPA compliance.
• Examine doors, windows and gates to ensure that they are secure.
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